Merrill Lynch Financial Advisor Stephen J. Blahunka 39001 West 12 Mile Road, Farmington Hills, MI 48331
About the Business
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Merrill Lynch Financial Advisor Stephen J. Blahunka is a First Vice President, Wealth Management Advisor located at 39001 West 12 Mile Road, Farmington Hills, Michigan, United States. With a focus on understanding the needs and goals of investors, Stephen works with executives, physicians, business owners, and retirees to plan for their future and grow their retirement assets. Services include investment portfolio preservation and growth strategies, monthly reviews, quarterly evaluations, and annual planning. Stephen also provides business services such as 401(k) program advice and non-qualified deferred compensation plans for executives. With a background as a Chief Financial Officer and a strong educational foundation, Stephen is dedicated to providing superior customer service and helping clients achieve their financial goals without unnecessary risk. Through Merrill Lynch Wealth Management, Stephen offers personalized financial planning centered on family, goals, and priorities, with a focus on building and documenting a plan tailored to each client's needs. By getting to know clients on a personal level and understanding their investing preferences, Stephen can customize financial approaches to help clients pursue what matters most to them. With access to investment insights from Merrill and banking solutions from Bank of America, clients can work with Stephen to develop an approach designed to address their financial needs. The goal is to help clients manage, grow, and preserve their wealth while planning for the future. Through regular check-ins and adjustments to the financial approach, Stephen aims to help clients stay on track to achieve their goals and adapt to changes in their lives and the financial markets. By offering personalized investment strategies and comprehensive financial solutions, clients can benefit from a dedicated one-on-one relationship with a Merrill Lynch Wealth Management Advisor.
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Location & Phone number
39001 W 12 Mile Rd, Farmington Hills, MI 48331, United States
Hours open
Monday:
8:30 AM - 4:30 PM
Tuesday:
8:30 AM - 4:30 PM
Wednesday:
8:30 AM - 4:30 PM
Thursday:
8:30 AM - 4:30 PM
Friday:
8:30 AM - 4:30 PM
Saturday:
Closed
Sunday:
Closed
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- Financial Consulting
- Financial Advisor
- Tax Advisor
- Audit & Consulting
- 401K Investment
- Annual Financial Plan
- Business Retirement Savings
- Executive Finance
- Executivefinancialplanning
- Family Financial Planning
- Family Office Solutions
- Financial Advisor
- Financial Goal Achievement
- Goal Oriented Investing
- Individualized Investment Approaches
- Investment Planning
- Investment Portfolio Management
- Investor Relationship Management
- Long Term Financial Planning
- Monthly Review Process
- Non Qualified Deferred Compensation
- Priority Driven Investing
- Quarterly Evaluation Methods
- Retirement Planning
- Wealth Growth Strategies
- Wealth Management
- Wealth Preservation
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